Asking the copilot about your trips
The Copilot sits at the bottom of the Operations page. It answers questions about your agency's own data — nothing else. It has no general knowledge to fall back on and no access to another agency's records.
Asking
Type a question and press Ask, or press Enter. Shift+Enter makes a new line.
Follow-up questions keep their context, so you can ask "and the Rome trip?" after asking about documents. The ⟲ button next to the input starts a new conversation when you want a clean slate.
If you are not sure where to start, three suggestions appear before your first question:
- Who is missing documents?
- Who still owes us money?
- Any passport problems?
It answers in the language you ask in.
What it can actually reach
The copilot has fifteen read tools over your data. Roughly grouped:
The day. Today's operational snapshot, today's flight departures, and the live map — where each active trip is right now, its health and its next segment.
Trips. The list of trips with dates and status; the full picture of one trip — travellers and whether they have connected, the itinerary with times, codes and locations, documents on file, entry requirements and payments.
Operations on one trip. Sub-groups with their leaders and balances, the rooming list, and the manifest of dietary, medical and nationality data with totals.
Paperwork and compliance. Who has handed in each required document and who is still missing what, per traveller — for one trip or swept across every active and draft trip. Plus a passport sweep across upcoming trips: no passport on file, expired before the trip ends, or failing the six-month validity rule measured against the trip's end date.
Money. Outstanding balances across trips and sub-groups, with the amount, the due date and whether it is overdue.
Conversations. The list of threads with status and escalation reason, and the full message history of any one of them — what the traveller actually asked and what the assistant answered.
Analytics. Activation rate, proactive messages by kind, day-page opens, NPS and token usage.
Search. Travellers by name or email, and segments by booking or confirmation code.
How to get a good answer
Name the trip if you mean one trip. Otherwise the sweeping questions — documents, balances, passports — already cover every active trip, so "who is missing documents?" is a perfectly good question on its own.
Ask the operational question rather than the data question. "Who is missing documents?" gets you names, what each person owes and how close their trip is. "List the documents table" gets you a table.
What it will not do
It is read-only. It cannot send a message, edit a trip, upload a file or change a setting. Asked to do any of those, it will point you at the console page — or at the tools available through Claude or ChatGPT, which can write.
It does not invent. Travellers, flights, codes, dates and amounts come from the tools or they do not appear. If the data genuinely is not there, it says so and names what would have to be loaded for the answer to exist.
It is not a source of travel advice. Entry requirements come back exactly as your agency recorded them on the trip.
If the copilot replies that it is not configured, the server is missing its AI key — that is a deployment setting, not something you can fix from the console.
Related
- Requesting documents and chasing them — what the document questions are reading.
- Groups, leaders and rooming — sub-groups, balances and rooming, which the copilot reports on per trip.
- Load your first trip — the copilot is only as good as what is loaded.